KPWS
WU icon

Kestra Private Wealth Services’s Western Union WU Stock Holding History

Kestra Private Wealth Services’s Portfolio WU Stock Details WU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,064
Closed -$93.7K – 1885
2025
Q4 		$93.7K Sell
10,064
-37,269
-79% -$329K ﹤0.01% 1661
2025
Q3 		$378K Buy
47,333
+3,078
+7% +$25.7K ﹤0.01% 1240
2025
Q2 		$373K Buy
44,255
+13,367
+43% +$127K 0.01% 1168
2025
Q1 		$327K Buy
30,888
+3,069
+11% +$32.5K 0.01% 1160
2024
Q4 		$295K Sell
27,819
-8,003
-22% -$88.7K 0.01% 1139
2024
Q3 		$427K Buy
35,822
+1,736
+5% +$20.9K 0.01% 944
2024
Q2 		$417K Buy
34,086
+7,627
+29% +$99.1K 0.01% 905
2024
Q1 		$370K Buy
26,459
+4,475
+20% +$57.6K 0.01% 928
2023
Q4 		$262K Buy
+21,984
New +$268K 0.01% 1001
2021
Q3 		– Sell
-11,334
Closed -$260K – 975
2021
Q2 		$260K Buy
11,334
+1,361
+14% +$33.9K 0.02% 721
2021
Q1 		$246K Buy
+9,973
New +$235K 0.02% 674

Other funds holding WU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Kestra Private Wealth Services's WU Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Western Union (WU) in Q1 2026, closing a stake of 10,064 shares — an estimated $93.7K sold.

Kestra Private Wealth Services first reported a position in WU in Q1 2021 and held it in 11 quarters. The position peaked at $427K in Q3 2024. 507 funds tracked by Wall St. Rank hold WU as of Q1 2026.

  • Kestra Private Wealth Services reported no remaining Western Union position as of Q1 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 10,064 Western Union shares in Q1 2026, an estimated $93.7K.
  • Kestra Private Wealth Services first reported a position in Western Union in Q1 2021 and held it in 11 quarters.
  • Kestra Private Wealth Services's Western Union position peaked at $427K in Q3 2024.
  • 507 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.